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How to Enable and Export a Dashboard as PowerPoint in Bold BI

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Bold BI® provides a seamless way to export survey analysis data to PowerPoint at both the dashboard and widget levels. You can export your entire dashboard as a PowerPoint presentation in Bold BI® by enabling the export option and following a few simple steps.

Enabling PowerPoint Export

  1. Access the Property Panel:

    • Click on the Property Panel Icon.
  2. Navigate to Export Settings:

    • Go to the Allow Exporting category under the Properties section in the Property Panel.
  3. Enable PowerPoint Option:

    • Enable the PowerPoint export option and publish the changes.
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Exporting Data to PowerPoint from the Dashboard

  1. Select Export Option:

    • Click on the Export to PowerPoint option in the drop-down menu located at the right corner of the title section.
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  2. Choose Export Type:

    • You can choose to export either the entire dashboard or specific widgets:
      • Dashboard: Exports all widgets within the dashboard onto a single PowerPoint page.
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      • Widgets: Exports each selected widget onto separate pages in the PowerPoint presentation.
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  3. Export Specific Widgets:

    • If you want to export specific widgets, select those widgets and choose the export option accordingly.
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  4. Set File Name:

    • A pop-up will appear prompting you to enter a preferred file name to replace the default one.
      image.png
  5. Click Export:

    • After setting the file name, click on Export to generate the PowerPoint presentation with the current view of the selected widgets.
      image.png
  6. Download Notification:

    • Once the export is complete, a success notification will appear, providing a link to manually download the exported files.
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  7. Resetting Export Settings

    • If you wish to restore the default values in the export pop-up, click on the Reset button.
      image.png

Exporting survey analysis data to PowerPoint in Bold BI® is a straightforward process that enhances the presentation of your data. By following the steps outlined above, you can easily create professional PowerPoint presentations from your dashboard and widget views.

Additional References

For further assistance, please refer to the official documentation or contact support.

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SG
Written by Sivabalan Ganesan
Updated:
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